What is a CRM system and what can it do? 

The main purpose behind a CRM system is to use data and automation to achieve our company revenue goals.

Import data.

Data might entail information about customers, sales, and marketing channel activity. We will be able to use actual data from our own business

Set up automations.

Automations help ensure important tasks get done without having to execute them manually. Practice automating email sequences to prospective and current customers and deliver freemium content to new subscribers. 

Monitoring results.

Select a few metrics to measure for practice, such as email opens, social media mentions, and conversion rate, and set a date for checking in and deciding how to respond to the results. For example, if the email open rate is lower than we anticipated for a given time period, what improvements could we make to email subject lines to encourage more clicks from subscribers? 

THE CLEAR DELIVERABLE IS TO ENSURE THAT THE EMAIL CAMPAIGNS INCLUDING THE SCHEDULING TEAM AND CRM FOR CONTACTS TO WORK - The goal is to fix the bugs in Suite CRM to ensure we can send campaigns out flawlessly

While the project may be too senior for some, if they have PHP, Angular and Typerscript skills, they can assist us with Suite CRM configurations.

GOAL - Build a tool using Email, Chat, CRM, and more, all-in-one platform to help us grow our business through building stronger customer relationships. Patterned after Pipedrive Email Campaigns - Promote our brand and grow our business with beautifully designed emails. Always send your campaigns at the best time for each contact with a Sent Time Optimization feature. Marketing Automation - Automate our marketing and sales processes in no time. Create time-sensitive offers for our customer segments, and automate this process in a few steps using the tool CRM - Organize our team and track every customer interaction with our CRM. Customize our own sales pipeline and track deals and revenue potential as our leads move across the funnel. Transactional Emails - Step up our transactional emails with on-brand designs and reliable deliverability. Improve our email deliverability and be confident your emails will reach your customer’s inbox using our world-class SMTP infrastructure. Live Chat - Connect with our leads and customers in real time, as they reach out to us on our website or Social media pages. So need a multi-channel Chat app! How will you support students in completing the project? We will provide senior staff to supervise and describe in detail at every step what is needed Support IT and IS professionals available until the end of the first week of December - All data to be tested and input is available. CRM - Build stronger relationships by keeping track of all customer details in one place. Marketing Automation - Save time and boost performance by automating segmentation and marketing messages. Transaction Email - Step up the design, engagement, and deliverability of transactional email messages. Segmentation - Get more engagement by sending our marketing messages to a more targeted audience. Convert. Landing Pages - Create a more targeted visitor experience with dedicated pages for each of our campaigns. Signup Forms - Grow our email contact list with custom forms that we can integrate in our website. Social media ads Improve. Open & Click-through Reports - Email Heat Map A/B Testing Boost performance by testing two ideas in our email and letting data choose the best one. Real-time Statistics Send Time Optimization Integrate. API - Integrate features into any tool or product, regardless of our technical setup. Plugins - Get more from the tools we use by connecting them with this tool.

Please find below the tech specs we're using for the CRM tool development. Backend

REACT AND REDUX - BACK END AND FRONT END EXPERT

Python

Django(Python framework)

Redis(Useful while scheduling bulk emails)

Pytest (Writing unit tests for python code)

Swagger (Maintaining the list of all API's used to integrate with frontend. Postman can be a substitute)

Frontend

HTML

CSS, Bootstrap

JavaScript (ES6 Syntax)

React (That's the main JavaScript framework we are using to develop UI)

Redux (Another JS framework in addition to React to manage React states)

Cypress(Frontend unit-testing framework.

Database

Postgres DB (Having a basic knowledge on pgAdmin and using it would suffice) Environment specific

Docker(Currently, we're using it to build code and run the server while doing development changes.

Further, it can be used to make deployments easy) Version Management -

GitHub (We are using Github for version management.

All the code history for each developer is tracked here)

For deployment and maintenance(Future work) -

But as an initial heads-up, we can go with using AWS Elastic Beanstalk or AWS EC2.